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OISVX vs VSCAX
OISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAX
Optimum Small-Mid Cap Value Instl
Price$14.38
Change+$0.13 (+0.91%)
VolumeN/A
Net Assets584.33M
Invesco Small Cap Value A
Price$26.07
Change+$0.46 (+1.80%)
VolumeN/A
Net Assets7.51B
OISVX vs VSCAX Comparison Chart in %
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OISVX vs. VSCAX commentary
Oct 22, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OISVX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. OISVX (584M). OISVX pays higher dividends than VSCAX: OISVX (0.94) vs VSCAX (0.32). OISVX was incepted earlier than VSCAX: OISVX (22 years) vs VSCAX (26 years). OISVX (1.33) is less costly to investors than VSCAX (1.10). OISVX is a more actively managed with annual turnover of: 117.00 vs. VSCAX (52.00). OISVX has a lower initial minimum investment than VSCAX: OISVX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 4.71 vs. OISVX (-8.74). VSCAX return over 5 years is better than : 111.48 vs. OISVX (30.44).
| OISVX | VSCAX | OISVX / VSCAX | |
| Total Expense Ratio | 1.24 | 1.10 | 113% |
| Annual Report Gross Expense Ratio | 1.33 | 1.10 | 121% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 0.139 | 10.889 | 1% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 7.51B | 8% |
| Annual Yield % from dividends | 0.94 | 0.32 | 299% |
| Returns for 1 year | -8.74 | 4.71 | -185% |
| Returns for 3 years | 10.86 | 50.25 | 22% |
| Returns for 5 years | 30.44 | 111.48 | 27% |
| Returns for 10 years | 17.32 | 40.46 | 43% |
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